Telix Pharmaceuticals (NASDAQ:TLX) Releases Earnings Results, Misses Expectations By $0.06 EPS

Telix Pharmaceuticals (NASDAQ:TLX) announced its quarterly earnings data on Thursday. The company reported ($0.01) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.05 by ($0.06), reports. The company had revenue of $413.40 million during the quarter, compared to the consensus estimate of $421.50 million.

Here are the key takeaways from Telix Pharmaceuticals’ conference call:

• Telix reported strong FY2025 results with revenue up 56% to $804M, precision medicine revenue up 22% to $622M, a cash balance of ~$142M, and 2026 revenue guidance of $950–970M (roughly 20%+ growth).
• Precision Medicine is presented as the company’s cash engine and strategic platform, with multiple commercial products (including Gleolan) and near-term clinical catalysts such as the ProstACT part‑one safety data and a planned part‑two interim readout later in 2026.
• Telix has invested heavily in manufacturing and supply (over $500M historically) and reports the RLS acquisition delivering positive EBITDA in its first 11 months, supporting vertical integration and production control for future therapeutic launches.
• The company plans to materially increase R&D to $200–240M in 2026 and says it will reinvest the majority of earnings into growth (R&D, commercial and infrastructure), which may suppress near‑term reported profits over 2026–2027.
• Regulatory setbacks remain an execution risk: Pixclara and Zircaix were not approved in 2025 and require resubmissions/CMC remediation, so approval timing and commercial launches are uncertain.

Telix Pharmaceuticals Price Performance

NASDAQ TLX opened at $7.69 on Friday. Telix Pharmaceuticals has a one year low of $6.28 and a one year high of $30.36. The firm has a 50 day simple moving average of $7.51 and a 200-day simple moving average of $9.27.

Institutional Investors Weigh In On Telix Pharmaceuticals

Several hedge funds have recently modified their holdings of the company. Rhumbline Advisers lifted its position in Telix Pharmaceuticals by 117.3% during the third quarter. Rhumbline Advisers now owns 2,579 shares of the company’s stock worth $25,000 after buying an additional 1,392 shares during the period. XTX Topco Ltd bought a new position in shares of Telix Pharmaceuticals during the fourth quarter valued at approximately $89,000. IHT Wealth Management LLC acquired a new position in Telix Pharmaceuticals during the 2nd quarter valued at approximately $213,000. OLD Mission Capital LLC bought a new stake in Telix Pharmaceuticals in the fourth quarter valued at $111,000. Finally, JPMorgan Chase & Co. acquired a new position in shares of Telix Pharmaceuticals during the third quarter valued at $243,000.

Analysts Set New Price Targets

TLX has been the subject of several research reports. Wall Street Zen cut shares of Telix Pharmaceuticals from a “hold” rating to a “sell” rating in a research note on Saturday, February 7th. Citigroup reissued a “buy” rating on shares of Telix Pharmaceuticals in a report on Tuesday, January 27th. HC Wainwright reissued a “buy” rating and issued a $20.00 price target on shares of Telix Pharmaceuticals in a research note on Wednesday, January 21st. Weiss Ratings reiterated a “sell (d)” rating on shares of Telix Pharmaceuticals in a research note on Wednesday, January 21st. Finally, Royal Bank Of Canada upgraded shares of Telix Pharmaceuticals from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $21.00.

Telix Pharmaceuticals Company Profile

Telix Pharmaceuticals (NASDAQ: TLX) is a clinical-stage biopharmaceutical company focused on the development and commercialization of molecularly targeted radiopharmaceuticals for the diagnosis and treatment of cancer. Leveraging expertise in radiochemistry, nuclear medicine and oncology, Telix aims to address unmet clinical needs across a range of tumor types by pairing diagnostic imaging agents with therapeutic radionuclides.

The company’s pipeline spans both imaging and therapeutic candidates.